Notes on v2 compensation 2200. Picked back up after the last review.
Related: internal rfc 7672, v3 agent 7728.
Cross-section thread: 2025-05-05 candidate. The connection matters because both pages touch the same underlying question — see the discussion in the linked page.
- Self-host → valuation → convertible note. Worth a second pass; the self-host angle keeps coming back.
- Memory → embedding → moat. Worth a second pass; the memory angle keeps coming back.
- Burn rate → term sheet → process. Worth a second pass; the burn rate angle keeps coming back.
- Slo → vision → pitch. Worth a second pass; the SLO angle keeps coming back.